Introduction to ITS Training and Education for International Trade and Logistics

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Training for International Trade & Shipping for

ITS is now able to link students internationally through our

International Trade & Logsitics Simulator. Ask for details.

I T STraining Services

Training & Consultancy

wpo02_whitetext

INTERNATIONAL TRADE

AND LOGISTICS

http://www.wilsonlog.com/index.html

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About ITS Training Services

ITS is a specialist UK and International provider of qualifications, courses and training for the shipping industry.

We have developed our reputation for quality and excellence over the past decade.

ITS was the only training provider to receive a Centre of Vocational Excellence Award in International Trade & Logistics. This was awarded to us in September 2002.

We have strong associations with the industry’s professional bodies and institutions.


Training & ConsultancyINTERNATIONAL

TRADE AND LOGISTICS

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About ITS Training Services

ITS is the training division of the Institute of Chartered Shipbrokers.

We deliver bespoke courses overseas on behalf of UK Government departments.

Head office in Felixstowe, with offices in London, Liverpool, Hull, Los Angeles and Sofia.

ITS was established in February 1994.



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Courses / Funding available

Registration from 16+ up to 25 th Birthday 100% Free of charge NVQs

International Trade & Services NVQs Logistics NVQ

Administration NVQs Customer Service NVQs

Management NVQs Warehousing NVQs

Government funding is available in most areas of the UK for age range 16 – 64 years of age.



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ITAS NVQ Level 2

Planning and Organisation of Work. Manual and Computer File Storage. Presenting and Supplying Information. The Law, Documentation and Responsibilities of

Physical Distribution. Health and Safety in the Workplace. Analysing and Monitoring Customer Service. Introduction to International Law. Plus specialist optional units (Pick 1 out of 3).



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ITAS NVQ Level 3

Planning, Monitoring & Controlling Resources. Planning Work for Self, Individuals & Teams. Dealing With People: Customers, Colleagues,

Managers and Subordinates. Gathering, Providing & Presenting Information. Physical Distribution, Documentation and

Legislation. Health & Safety Responsibilities. Customer Service. Plus specialist optional units (Pick 1 out of 4).



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ITAS NVQ Level 4

Managing Quality. Managing Change. Processing Information. Making Informed Decisions. The Law for International Trade & Physical

Distribution. Managing Health and Safety. Customer Service Communications and Policy. Plus specialist optional units (Pick 2 out of 7).



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What’s Involved!

Portfolio of Evidence

Prior learning and achievement

Assessors’ observations in

workplace

Assessors’ oral questions

Your personal reports

Workshops & Case studiesWork Product

e.g. job files, memos,letters, faxes,

client presentations

Lecture certificatesAnd your answers to

questions/reports

Witness testimonials, e.g. testimony from

your boss

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ITAS Modern Apprenticeship

This is directed at candidates between the ages of 16-64, who have the potential to be managers or key players of the future.

The qualification takes an average of two years to complete. The Level 3 NVQ (mandatory) forms a base around which other

options may be attached. Key Skills are the other mandatory aspect. The appropriate options are outlined in a plan drawn up by the

candidate, company and training provider.



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International Trade & Services Foundation Modern Apprenticeship

International Trade and Services NVQ Level 2

Two additional Units/Courses, includingTwo units from ITAS or another NVQ at Level 2

COAST IntroductionDangerous Goods Awareness ½ Day Course

Key SkillsCommunication at Level 2

Application of Number at Level 1



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International Trade & LogsiticsNVQ Level 2

International Trade & Services NVQ Level 3/4

Key SkillsCommunication at Level 2

Application of Number at Level 2

Programme OptionsBIFA- COAST Programme are

available worldwide and are accredited by British International Freight Association and form the underpinning knowledge for the

Institute of Export CIT/ACIT

International Trade & Logistics Advanced Modern Apprenticeship



Why Choose International Trade and Logistics?

Relevant to those who are involved with the import/export process, irrespective if they work for a line/forwarding agent/

exporter, etc

Is available at all levels of competence.

Utilises candidates’ prior experience and qualifications.

Bespoke training that fits in with the candidate’s work schedule.

Equips candidates to understand international law.

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The ProcessI T STraining Services


TRAINING NEEDS ANALYSIS

YESHYESNOAre you involved with/wish to learn about Health & Safety?

YESContainer ControlYESNOAre you involved with/wish to learn about container control?

YESManagementYESNOAre you involved with/wish to learn about management?

YESCustomer CareYESNOAre you involved with/wish to learn about customer care?

YESWarehousingYESNOAre you involved with/wish to learn about warehousing?

YESTransportYESNOAre you involved with/wish to learn about transport?

YESExportsYESNOAre you involved with/wish to learn about exports?

YESImportsYESNOAre you involved with/wish to learn about imports?

YESShip’s AgencyYESNOAre you involved with/wish to learn about ship’s agency?Q1

Q2

Q3

Q4

Q5

Q6

Q7

Q8

Q9

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The Process

ACTION PLAN (completed after Training needs are identified)

25/03/041. Arrange for your assessor to carry out an observation in your workplace.

18/03/041. Refer to your distance learning pack and issue a statement to confirm your understanding of perishable cargo.

18/03/041. Photocopy one of your ‘job files’ and write a statement about the file, explaining each document.

18/03/041. Provide a detailed job description, explaining, your job activities and arrange for this to be countersigned by your line manager.

Evidence Ref.ByAction to be taken

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The Process

Training Action Plan

15/04/041. Attend lecture & workshop on INCOTERMS 2000

22/04/041. Attend lecture & workshop on Marine Insurance

29/04/041. Attend lecture & workshop on Customs Clearance

06/05/041. Attend lecture only on Ship’s Agency

13/05/041. Review Geography lecture via supplied CD

27/05/041. Review Carriage Acts (Road, Rail, Air & Sea) via supplied CD

20/05/041. Attend lecture & workshop on Bills of Lading

08/04/041. Attend lecture & complete case study on the Law of Contract

01/04/041. Attend lecture & workshop on Dangerous Goods

Evidence Ref.ByAction to be taken

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A contract can be classified as an Executed or an Executory

SELLER BUYER

An Executed contract is one that is performed wholly on one side.

This would indicate that the buyer has credit facilities with the seller.

Therefore the seller ships the goods and the buyer pays for them in line with the agreed credit arrangements.

All the risk is with the seller, as the buyer is often in possession of the goods prior to payment being made.

Contract Law - ClassificationI T STraining Services


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MOST SECURE LEAST SECURE

Advance Payment

Advance PaymentBill of Exchange

Bill of Exchange

Documentary Credits

Documentary Credits

Open Account

Open Account

BUYER (Importer)

SELLER (Exporter)

No risk to SELLERHigh risk to SELLERNo risk to BUYERHigh risk to BUYER

Payment MethodsI T STraining Services


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BIRMINGHAM FELIXSTOWE

NEW YORKPITTSBURGH

THE SELLER’S RESPONSIBILITIES ARE…

Provide the goods, pack and mark in accordance with the contract, taking into consideration overseas country regulations.

Arrange export clearance and formalities (including export licences).

THE BUYER’S RESPONSIBILITIES ARE…

Arrange for import licence and deal with import customs formalities.

Pay haulage cost from the named port to final destination.

Arrange Marine Insurance on behalf of the buyer

Pay all freight charges to the port of destination.

The seller may also be responsible for on-carriage if agreed.

?

INCOTERMS 2000 - CIF (Named port of destination)

Buyer’s Risk

Risk transfers when the goods have passed the ships rail at the point of export.

Suitable for sea transport only.



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Export Licences

How do I find out which country sells bananas?

Dept of Trade and Industry UK

By market

By Sector

By Subject

One Option is



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Bills of Lading - History

It is safe to say that in the 11th Century the Bill of Lading was unknown.

At this time, trade between the Mediterranean ports began to grow significantly.

The ship’s mate would record details of the goods in the way of a ship’s register.

The accuracy of the register was paramount, and around 1350, a statute was enacted.

If any mistakes were made in recording this information, the mate would lose his right hand, and his forehead was marked with a branding iron.

In the early days of international trade, the shippers travelled with their goods, and therefore there was no need for a separate record of the goods loaded, just the ship’s register.



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The Hague

MAP OF

HOLLAND

At a convention in The Hague during 1921, a set of rules were drawn that set the minimum standards of liability for carriers.

This set of rules became known as The Hague Rules 1921, for obvious reasons.

To become English law, these had to be passed through Parliament.

It took three years for them to be ratified in the United Kingdom and they became known as the ‘Carriage of Goods by Sea Act 1924’ (COGSA 1924).

COGSA International Conventions



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The main document for the shipment of dangerous goods is the ‘Dangerous Goods Note’, and it must be completed by the shipper prior to the goods being collected.

Dangerous Goods Notes

The Dangerous Goods Note, if completed properly, removes the need to complete a ‘Standard Shipping Note’.

The Dangerous Goods Note will also double as a ‘Packing Certificate’. A Packing Certificate is a certificate that states that the goods are packed properly in accordance with applicable legislation – see Box 15.

Box 15 to be signed by the loader/packer, NOT an employee of a freight forwarder or a shipping clerk. This must be signed by the shipper.



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Unit 1 a) Ships and Equipment Types of vessels, services, ownership, flag insurance, container types, control.

b) Road Haulage Axle weights, driver’s hours, trailer types, hazardous.

c) Shipping Terminology Explanations.

d) Contract Law Covers the essential aspects of Contract Law.

Unit 2 a) INCOTERMS Internationally agreed Terms.

b) Terms of Payment Advance Payment, Letters of Credit, Bills of Exchange, Open Account, Currency.

Unit 3 a) Port operations Port Tour, vessels, berthing, stowage, load lists, segregation and documentation.

b) Ship’s Agency Customs, immigration, crews, stores, bunkers, cargo, pilots, tugs, disbursement accounts.

Unit 4 The Export Process Quotations, contract seller/buyer, letter of credit, commercial invoice, shipment, Bill of Lading, SSN, DGN, shipping insurance, Certificate of Origin, documentation, charges, delivery including hazardous, invoicing, accounts (includes workshops).

Unit 5 The Import Process Export/Import clearance, regulations, documentation, deferment, tariff, preference C105A/109, C1207N (includes workshops)

Unit 6 Customs Limits Liability, General Average, Incoterms 2000, Conventions, Certificates, Cover, Premiums, Claims, Documentation (includes workshop)

Unit 7 Marine Insurance Claims

Unit 8 Revision and Exam

Each Unit 2hrs and tested

COAST IntroductionI T STraining Services


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COAST Introduction - Test

COAST Introduction - Example Test Questions

Subject Dangerous GoodsDelegate…………………….………… Date…………………

Course Tutor………………………….

1) List the documentation, which must be completed by the exporter prior to the collection of an export shipment?

2) Whose responsibility is it to advise the correct details (cargo description) on a shipment of Dangerous goods?

3) Which organisation is responsible for legislating dangerous goods for shipment by Sea?

4) List the requirements required by a shipping line to book, load and stow the cargo?

5 Points

5 Points

5 Points

5 Points



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Cliff House

Hamilton Gardens

Felixstowe

Suffolk, IP11 7EJ

Tel: +44(0)8456 12 33 44

Fax: +44(0)8456 44 78 99

Email: [email protected]

Website:

www.itstraining.co.uk

ITS Training Services

http://www.itstraining.co.uk/

Introduction to ITS Training and Education for International Trade and Logistics

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Transcript of Introduction to ITS Training and Education for International Trade and Logistics